EverSource Wealth Advisors’s WEC Energy WEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
2,299
+562
| +32% | +$58.6K | 0.01% | 785 |
|
|
2025
Q1 | $189K | Buy |
1,737
+670
| +63% | +$73K | 0.01% | 681 |
|
|
2024
Q4 | $100K | Buy |
1,067
+96
| +10% | +$9.03K | 0.01% | 896 |
|
|
2024
Q3 | $93.4K | Buy |
971
+125
| +15% | +$12K | 0.01% | 813 |
|
|
2024
Q2 | $72.8K | Buy |
846
+39
| +5% | +$3.36K | ﹤0.01% | 922 |
|
|
2024
Q1 | $66.7K | Buy |
807
+267
| +49% | +$22.1K | 0.01% | 864 |
|
|
2023
Q4 | $45.4K | Buy |
540
+308
| +133% | +$25.9K | ﹤0.01% | 937 |
|
|
2023
Q3 | $18.7K | Sell |
232
-517
| -69% | -$41.6K | ﹤0.01% | 1152 |
|
|
2023
Q2 | $66.1K | Buy |
749
+61
| +9% | +$5.39K | 0.01% | 726 |
|
|
2023
Q1 | $65.2K | Buy |
688
+73
| +12% | +$6.92K | 0.01% | 685 |
|
|
2022
Q4 | $57.7K | Buy |
615
+151
| +33% | +$14.2K | 0.01% | 707 |
|
|
2022
Q3 | $42K | Buy |
464
+281
| +154% | +$25.4K | 0.01% | 680 |
|
|
2022
Q2 | $19K | Sell |
183
-323
| -64% | -$33.5K | ﹤0.01% | 848 |
|
|
2022
Q1 | $51K | Sell |
506
-76
| -13% | -$7.66K | 0.01% | 465 |
|
|
2021
Q4 | $57K | Buy |
+582
| New | +$57K | 0.02% | 402 |
|